Monday, January 21, 2013

Trilogy Advisors



We understand relationships! Occasionally a relationship exists that is not likely to be replaced. None the less, business recognizes the need for due diligence and compliance.  It is essential to perform an annual plan review, employee education, implementation, and back office service. Our mission is to provide comprehensive benefits packaged at a reasonable price while limiting the liability for your organization and employees.  We strive to offer an unparalleled level of service and communication to provide all with a positive experience.We find that employees perform many different roles within their business.  Many businesses do not have the time or expertise to deal with the changing marketplace. We serve as an extension of an organizations HR department.We are an independent advisory firm that provides administrative support for small and large businesses, in all aspects of the group benefit market place.On occasion an organization does not wish to have a Broker.  We serve in the capacity of an independent consultant to assist the group in navigating their company through the complexities of the health care system.   


This is a fee bases cafeteria program based on the number of members and election of services.   


*Plan Quoting
*On-site employee meeting to gather submission information
*Electronic submission to the carrier on behalf of the group
*Plan Negotiation
*Plan implementation
*Onsite group meeting for plan presentation
*Ongoing plan maintenance:               

  •  Enrollments                
  • Terminations                
  • Employee changes (address, add/delete dependents)                
  • Claims issue resolution

*Quarterly employee meetings (question/answers)
*Health care reform updates and compliance
*Website access



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